Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,383 | $55,457-23.6% | $77,361-45.2% | $94,015-54.9% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.67% | 15.57%-4.9pp | 1011.54%-1000.9pp | 17.84%-7.2pp |
| Employer contribution / active EE | $1,447 | $2,255-35.8% | $2,990-51.6% | $2,790-48.2% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,854 | $4,334+12.0% | $5,894-17.6% | $8,951-45.8% |